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TOTH FINANCIAL ADVISORY CORP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TOTH FINANCIAL ADVISORY CORP
报告期 2026-03-31 · CIK 0000866780
持仓数
918
前50大市值合计
$597.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 59
减持 69
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$2.8M
67,523
-5%
减持
AAPL
APPLE INC
-$2.7M
94,831
-3%
增持
GOOGL
ALPHABET INC
+$2.6M
66,448
+30%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
FISV
FISERV INC
-$2.4M
141,578
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$2.3M
15,603
-68%
增持
J
JACOBS SOLUTIONS INC
+$1.8M
33,472
+43%
减持
EFX
EQUIFAX INC
-$1.8M
32,540
-1%
减持
SYK
STRYKER CORPORATION
-$1.7M
52,788
-0%
减持
ORCL
ORACLE CORP
-$1.5M
91,141
-3%
减持
GWW
GRAINGER W W INC
-$1.5M
12,913
-2%
减持
NOBL
PROSHARES TR
-$1.4M
170,505
-2%
减持
ABT
ABBOTT LABS
-$1.4M
103,951
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
82,429
+9%
减持
SYY
SYSCO CORP
-$1.2M
123,021
-3%
增持
ERX
DIREXION SHS ETF TR
+$1.2M
25,877
+191%
减持
AMGN
AMGEN INC
+$1.2M
27,494
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
82,532
-12%
减持
QLD
PROSHARES TR
-$1.2M
231,158
-0%
减持
JMSB
JOHN MARSHALL BANCORP INC
-$1.1M
423,329
-2%
减持
MCD
MCDONALDS CORP
-$1.0M
27,970
-0%
增持
TDV
PROSHARES TR
+$1.0M
21,912
+303%
减持
GIS
GENERAL MLS INC
-$996.3K
69,224
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$970.0K
212
-95%
增持
HAL
HALLIBURTON CO
+$953.1K
24,233
+2718%
减持
SJM
SMUCKER J M CO
-$906.5K
30,766
-3%
清仓
HLIT
HARMONIC INC
-$901.9K
0
-100%
增持
CAT
CATERPILLAR INC
+$886.6K
5,966
+98%
建仓
HLX
HELIX ENERGY SOLUTIONS GRP I
+$868.2K
77,725
减持
—
MEDTRONIC PLC
-$836.3K
57,724
-5%
减持
DGX
QUEST DIAGNOSTICS INC
-$813.7K
18,811
-15%
建仓
—
NOBLE CORP PLC
+$801.5K
15,825
清仓
—
TECNOGLASS INC
-$798.1K
0
-100%
减持
HSY
HERSHEY CO
-$765.4K
13,926
-2%
增持
SOXL
DIREXION SHS ETF TR
-$758.3K
127,325
+0%
减持
JNJ
JOHNSON & JOHNSON
-$756.3K
62,911
-1%
减持
REGL
PROSHARES TR
-$754.0K
197,537
-0%
减持
FTNT
FORTINET INC
-$739.7K
2,035
-82%
增持
LOW
LOWES COS INC
-$726.0K
44,158
+1%
减持
ECL
ECOLAB INC
-$724.8K
39,693
-1%
减持
ROM
PROSHARES TR
-$715.2K
106,424
-2%
增持
SSO
PROSHARES TR
-$686.7K
164,243
+1%
减持
STIP
ISHARES TR
-$683.2K
11,507
-38%
减持
MOD
MODINE MFG CO
-$683.2K
11,050
-69%
清仓
FLNC
FLUENCE ENERGY INC
-$666.0K
0
-100%
增持
CDW
CDW CORP
+$663.2K
20,674
+8%
减持
TQQQ
PROSHARES TR
-$657.6K
112,087
-1%
建仓
EXEL
EXELIXIS INC
+$655.5K
30,000
减持
KNSL
KINSALE CAP GROUP INC
-$652.9K
50
-97%
减持
D
DOMINION ENERGY INC
-$651.7K
42,768
-14%
增持
TEAM
ATLASSIAN CORPORATION
+$643.7K
3,611
+622%
清仓
FLYW
FLYWIRE CORPORATION
-$642.5K
0
-100%
减持
DXCM
DEXCOM INC
-$625.0K
678
-87%
增持
ZTS
ZOETIS INC
+$618.7K
3,566
+35560%
清仓
CHDN
CHURCHILL DOWNS INC
-$612.3K
0
-100%
建仓
FLS
FLOWSERVE CORP
+$596.5K
15,000
增持
—
GLOBANT S A
+$595.4K
3,100
+3000%
减持
DIS
DISNEY WALT CO
-$594.0K
52,835
-3%
增持
URTY
PROSHARES TR
-$581.4K
86,556
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$572.6K
19,382
+1%
增持
UNP
UNION PAC CORP
+$554.6K
11,895
+30%
增持
KMB
KIMBERLY-CLARK CORP
-$546.3K
32,522
+0%
减持
NOW
SERVICENOW INC
-$545.9K
1,189
-45%
清仓
EEFT
EURONET WORLDWIDE INC
-$504.7K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$500.1K
59,251
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$499.3K
20,357
+2%
减持
—
KELLANOVA
-$486.0K
26,258
-14%
建仓
ALV
AUTOLIV INC
+$482.4K
5,000
减持
WMT
WALMART INC
-$469.9K
49,203
-7%
增持
MDLZ
MONDELEZ INTL INC
-$463.0K
138,169
+0%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$461.1K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$460.7K
71,928
-0%
减持
KO
COCA COLA CO
-$450.2K
85,348
-2%
减持
AFL
AFLAC INC
+$445.4K
81,505
-2%
增持
CVX
CHEVRON CORP NEW
+$444.8K
3,603
+248%
增持
AZO
AUTOZONE INC
+$429.1K
2,144
+7%
减持
CHD
CHURCH & DWIGHT CO INC
-$422.7K
43,569
-1%
减持
MKC
MCCORMICK & CO INC
-$413.1K
32,569
-1%
减持
CSCO
CISCO SYS INC
+$397.1K
221,905
-0%
建仓
YETI
YETI HLDGS INC
+$395.4K
8,200
增持
LULU
LULULEMON ATHLETICA INC
+$394.1K
1,128
+944%
减持
NVDA
NVIDIA CORPORATION
-$387.6K
4,970
-18%
减持
CL
COLGATE PALMOLIVE CO
-$380.2K
56,990
-1%
增持
—
DEUTSCHE BANK A G
+$377.3K
56,850
+142%
减持
DKNG
DRAFTKINGS INC NEW
-$369.1K
19,726
-45%
减持
TROW
PRICE T ROWE GROUP INC
-$354.0K
47,558
-0%
增持
MSCI
MSCI INC
+$351.0K
727
+1447%
清仓
—
GLOBAL E ONLINE LTD
-$345.9K
0
-100%
增持
V
VISA INC
-$344.1K
54,112
+0%
增持
SBUX
STARBUCKS CORP
-$343.3K
48,683
+1%
建仓
BRZE
BRAZE INC
+$338.7K
7,249
增持
OWL
BLUE OWL CAPITAL INC
+$333.1K
27,500
+1275%
增持
MA
MASTERCARD INCORPORATED
+$332.1K
27,289
+2%
建仓
RAMP
LIVERAMP HLDGS INC
+$331.7K
11,501
减持
WM
WASTE MGMT INC DEL
-$330.5K
13,762
-2%
增持
SMDV
PROSHARES TR
-$328.1K
179,871
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$326.3K
16,984
+61%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$319.1K
16,500
增持
ARRY
ARRAY TECHNOLOGIES INC
+$314.5K
14,250
+18900%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$308.5K
28,307
-47%
减持
XLV
SELECT SECTOR SPDR TR
-$306.8K
62,113
-1%
清仓
ASAN
ASANA INC
-$303.1K
0
-100%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$299.6K
9,000
+103%
增持
ZS
ZSCALER INC
+$294.6K
2,100
+855%
减持
TTD
THE TRADE DESK INC
-$287.4K
1,238
-75%
减持
SHOP
SHOPIFY INC
-$280.2K
1,378
-75%
减持
HRL
HORMEL FOODS CORP
-$279.1K
51,055
-8%
减持
UYG
PROSHARES TR
-$272.7K
89,834
-2%
增持
UPRO
PROSHARES TR
-$269.8K
50,875
+2%
增持
INTC
INTEL CORP
+$261.2K
44,257
+13%
清仓
ING
ING GROEP N.V.
-$260.6K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$259.5K
0
-100%
减持
DDOG
DATADOG INC
-$251.0K
101
-96%
增持
MCK
MCKESSON CORP
+$249.5K
17,405
+2%
减持
BF/B
BROWN FORMAN CORP
-$247.6K
22,683
-3%
增持
ADBE
ADOBE INC
+$246.7K
1,066
+76%
减持
DOCN
DIGITALOCEAN HLDGS INC
-$245.1K
200
-97%
减持
MELI
MERCADOLIBRE INC
-$243.8K
415
-36%
减持
MRVL
MARVELL TECHNOLOGY INC
-$242.6K
95
-98%
减持
USTB
VICTORY PORTFOLIOS II
-$241.0K
147,297
-3%
清仓
—
SHOCKWAVE MED INC
-$235.5K
0
-100%
增持
UITB
VICTORY PORTFOLIOS II
+$234.2K
39,395
+19%
增持
—
BERRY GLOBAL GROUP INC
+$231.5K
3,844
+3744%
增持
VO
VANGUARD INDEX FDS
+$230.4K
1,504
+300%
减持
QQQ
INVESCO QQQ TR
-$227.3K
17,628
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$220.5K
1,683
-70%
增持
HON
HONEYWELL INTL INC
-$214.5K
11,189
+2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$206.3K
117
-98%
增持
—
ACCENTURE PLC IRELAND
+$205.6K
5,220
+15%
减持
NKE
NIKE INC
-$203.2K
13,610
-0%
减持
SPGI
S&P GLOBAL INC
-$198.2K
39
-93%
增持
SHW
SHERWIN WILLIAMS CO
-$195.3K
30,203
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$194.0K
26,200
+12%
增持
—
BLACKROCK INC
-$187.6K
8,074
+3%
减持
EXTR
EXTREME NETWORKS
-$185.4K
30,000
-14%
建仓
YUM
YUM BRANDS INC
+$183.2K
1,466
增持
MIDU
DIREXION SHS ETF TR
-$181.5K
32,943
+3%
增持
DECK
DECKERS OUTDOOR CORP
+$174.7K
1,161
+45%
增持
CLX
CLOROX CO DEL
-$173.2K
11,178
+9%
增持
FAST
FASTENAL CO
-$171.0K
72,067
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$170.5K
128,167
+6%
增持
MMM
3M CO
+$167.2K
22,284
+16%
增持
LMT
LOCKHEED MARTIN CORP
+$163.8K
1,317
+62%
增持
AVGO
BROADCOM INC
+$162.4K
3,060
+12%
减持
TSCO
TRACTOR SUPPLY CO
-$158.1K
6,528
-3%
增持
PEP
PEPSICO INC
-$154.2K
53,336
+7%
增持
PG
PROCTER AND GAMBLE CO
-$146.5K
44,591
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$145.7K
24,094
+10%
增持
XLP
SELECT SECTOR SPDR TR
-$135.6K
38,438
+3%
减持
XHB
SPDR SER TR
-$129.7K
25,211
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$129.1K
4,363
-3%
